Q4 2025 · 13F-HR
BRIGHTLIGHT CAPITAL MANAGEMENT LPholdings as filed
Filed 2026-02-17 · accession 0001802838-26-000002
$140.7M
Reported value
9
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $39.2M | 27.8% | 92,800 | Common | SOLE |
| 48581R205 | KSPI | KASPI KZ JSC | $33.8M | 24.0% | 432,000 | Common | SOLE |
| G0457F107 | ARCO | ARCOS DORADOS HOLDINGS INC | $25.4M | 18.1% | 3,466,800 | Common | SOLE |
| 43283X105 | HGV | HILTON GRAND VACATIONS INC | $13.6M | 9.65% | 303,200 | Common | SOLE |
| 832248207 | SFD | SMITHFIELD FOODS INC | $10.1M | 7.16% | 450,800 | Common | SOLE |
| 585464100 | MLCO | MELCO RESORTS AND ENTMNT LTD | $8.1M | 5.76% | 1,070,400 | Common | SOLE |
| 10948W103 | AAMI | ACADIAN ASSET MANAGEMENT INC | $5.1M | 3.61% | 107,900 | Common | SOLE |
| 74317M104 | PAL | PROFICIENT AUTO LOGISTICS IN | $3.5M | 2.46% | 358,700 | Common | SOLE |
| 83125X103 | SNBR | SLEEP NUMBER CORP | $2.0M | 1.44% | 239,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.